See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,109 | $58,208+15.3% | $81,812-18.0% | $80,856-17.0% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 23.93% | 41.66%-17.7pp | 773.79%-749.9pp | 35.59%-11.7pp |
| Employer contribution / active EE | $3,776 | $2,340+61.4% | $2,912+29.7% | $2,755+37.1% |
| Participant deferral / active EE | $8,647 | $3,281+163.6% | $4,319+100.2% | $4,296+101.3% |
| Admin fee / account holder | $2,704 | $4,981-45.7% | $7,386-63.4% | $6,918-60.9% |